Bales & Alexander PTR
Plan context: Bales & Alexander Profit Sharing Plan
EIN 35-1660199 • Muncie, IN • 13 filings • 1 plans
Current Snapshot
Latest Year
2011
2011 Participants
3
2011 Assets
$595,864
2011 Contributions
$1,539
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $1,539 | - |
| Bales & Alexander Profit Sharing Plan | - | 0 | $0 | $1,539 | - |
| 2010 | 1 | 3 | $595,864 | $6,156 | $2,052iApproximate average salary by contribution assumption: employee only about $51,300 at 4% or $34,200 at 6%; with 50% employer match about $34,200 at 4% or $22,800 at 6%; with 100% employer match about $25,650 at 4% or $17,100 at 6%. |
| Bales & Alexander Profit Sharing Plan | - | 3 | $595,864 | $6,156 | $2,052iApproximate average salary by contribution assumption: employee only about $51,300 at 4% or $34,200 at 6%; with 50% employer match about $34,200 at 4% or $22,800 at 6%; with 100% employer match about $25,650 at 4% or $17,100 at 6%. |
| 2009 | 1 | 3 | $744,333 | $6,155 | $2,052iApproximate average salary by contribution assumption: employee only about $51,292 at 4% or $34,194 at 6%; with 50% employer match about $34,194 at 4% or $22,796 at 6%; with 100% employer match about $25,646 at 4% or $17,097 at 6%. |
| Bales & Alexander Profit Sharing Plan | - | 3 | $744,333 | $6,155 | $2,052iApproximate average salary by contribution assumption: employee only about $51,292 at 4% or $34,194 at 6%; with 50% employer match about $34,194 at 4% or $22,796 at 6%; with 100% employer match about $25,646 at 4% or $17,097 at 6%. |
| 2008 | 1 | 3 | $728,814 | $448,722 | $149,574iApproximate average salary by contribution assumption: employee only about $3,739,350 at 4% or $2,492,900 at 6%; with 50% employer match about $2,492,900 at 4% or $1,661,933 at 6%; with 100% employer match about $1,869,675 at 4% or $1,246,450 at 6%. |
| Bales & Alexander Profit Sharing Plan | - | 3 | $728,814 | $448,722 | $149,574iApproximate average salary by contribution assumption: employee only about $3,739,350 at 4% or $2,492,900 at 6%; with 50% employer match about $2,492,900 at 4% or $1,661,933 at 6%; with 100% employer match about $1,869,675 at 4% or $1,246,450 at 6%. |
| 2007 | 1 | 2 | $858,345 | $5,962 | $2,981iApproximate average salary by contribution assumption: employee only about $74,525 at 4% or $49,683 at 6%; with 50% employer match about $49,683 at 4% or $33,122 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%. |
| Bales & Alexander Profit Sharing Plan | - | 2 | $858,345 | $5,962 | $2,981iApproximate average salary by contribution assumption: employee only about $74,525 at 4% or $49,683 at 6%; with 50% employer match about $49,683 at 4% or $33,122 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%. |
| 2006 | 1 | 3 | $848,811 | $5,557 | $1,852iApproximate average salary by contribution assumption: employee only about $46,308 at 4% or $30,872 at 6%; with 50% employer match about $30,872 at 4% or $20,581 at 6%; with 100% employer match about $23,154 at 4% or $15,436 at 6%. |
| Bales & Alexander Profit Sharing Plan | - | 3 | $848,811 | $5,557 | $1,852iApproximate average salary by contribution assumption: employee only about $46,308 at 4% or $30,872 at 6%; with 50% employer match about $30,872 at 4% or $20,581 at 6%; with 100% employer match about $23,154 at 4% or $15,436 at 6%. |
| 2005 | 1 | 3 | $798,026 | $5,292 | $1,764iApproximate average salary by contribution assumption: employee only about $44,100 at 4% or $29,400 at 6%; with 50% employer match about $29,400 at 4% or $19,600 at 6%; with 100% employer match about $22,050 at 4% or $14,700 at 6%. |
| Bales & Alexander Profit Sharing Plan | - | 3 | $798,026 | $5,292 | $1,764iApproximate average salary by contribution assumption: employee only about $44,100 at 4% or $29,400 at 6%; with 50% employer match about $29,400 at 4% or $19,600 at 6%; with 100% employer match about $22,050 at 4% or $14,700 at 6%. |
| 2004 | 1 | 3 | $804,676 | $5,040 | $1,680iApproximate average salary by contribution assumption: employee only about $42,000 at 4% or $28,000 at 6%; with 50% employer match about $28,000 at 4% or $18,667 at 6%; with 100% employer match about $21,000 at 4% or $14,000 at 6%. |
| Bales & Alexander Profit Sharing Plan | - | 3 | $804,676 | $5,040 | $1,680iApproximate average salary by contribution assumption: employee only about $42,000 at 4% or $28,000 at 6%; with 50% employer match about $28,000 at 4% or $18,667 at 6%; with 100% employer match about $21,000 at 4% or $14,000 at 6%. |
| 2003 | 1 | 3 | $780,638 | $4,800 | $1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%. |
| Bales & Alexander Profit Sharing Plan | - | 3 | $780,638 | $4,800 | $1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%. |
| 2002 | 1 | 3 | $690,817 | $4,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Bales & Alexander Profit Sharing Plan | - | 3 | $690,817 | $4,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Bales & Alexander Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 0 | $914,263 | $3,937 | - |
| Bales & Alexander Profit Sharing Plan | - | 0 | $914,263 | $3,937 | - |
| 1999 | 1 | 3 | $938,699 | $3,750 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |
| Bales & Alexander Profit Sharing Plan | - | 3 | $938,699 | $3,750 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |